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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
KMT Wealth Management
California
$1.58M +$1.52M +14,647 New
P
202
&Partners
Tennessee
$1.58M +$161K +1,557 +12%
CCT
203
Capital City Trust
Florida
$1.57M -$467K -4,502 -24%
NL
204
NVWM LLC
Pennsylvania
$1.56M -$715K -6,894 -32%
CRC
205
Curi RMB Capital
Illinois
$1.54M – – –
GWM
206
Gilpin Wealth Management
Colorado
$1.53M -$7.25K -70 -0.5%
LCWP
207
Legacy Capital Wealth Partners
Arkansas
$1.51M +$24.6K +237 +2%
CA
208
Calton & Associates
Florida
$1.5M -$60.2K -581 -4%
OAG
209
Oakmont Advisory Group
New Mexico
$1.5M -$165K -1,589 -10%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$1.48M +$74.2K +716 +5%
VA
211
VestGen Advisors
Illinois
$1.43M -$25K -241 -2%
MYIA
212
Mount Yale Investment Advisors
Colorado
$1.43M – – –
IMT
213
Investment Management Trust
Massachusetts
$1.4M -$69.7K -672 -5%
SWP
214
Stratos Wealth Partners
Ohio
$1.39M +$360K +3,475 +37%
PWMA
215
Pension & Wealth Management Advisors
Massachusetts
$1.38M -$40.7K -393 -3%
GAA
216
Guardian Asset Advisors
Pennsylvania
$1.36M +$784K +7,562 +150%
IRC
217
Investors Research Corp
Georgia
$1.35M -$106K -1,024 -8%
NJIM
218
Nabity-Jensen Investment Management
Nebraska
$1.35M – – –
UCFA
219
United Capital Financial Advisors
Texas
$1.33M -$15.1K -146 -1%
BFS
220
BridgePort Financial Solutions
Iowa
$1.31M +$10.9K +105 +0.9%
KIA
221
Kraematon Investment Advisors
Massachusetts
$1.31M -$54.2K -523 -4%
AIA
222
Arrow Investment Advisors
Maryland
$1.31M – – –
HA
223
Herold Advisors
New York
$1.29M – – –
PG
224
Patten Group
Tennessee
$1.28M -$57K -550 -4%
DCM
225
Delta Capital Management
New Jersey
$1.28M – – –